Unclaimed Profile

Jeffrey Earl Simmons

DEARBORN PARTNERS L.L.C.·CHICAGO, Illinois

SIE, Series 6, Series 7, Series 63CFAClean record12 years registeredDEARBORN PARTNERS L.L.C.

200 W MADISON ST, CHICAGO, IL 60606CRD# 2558920Firm CRD# 108147

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeffrey Earl Simmons · CHICAGO, IL

Registration

CRD #2558920 · DEARBORN PARTNERS L.L.C. · 12 years registered

Brand Profile

Not yet started

Career History

ROBERT W. BAIRD & CO. INCORPORATED

Dec 2013 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Registration record

First registered · December 12, 2013

Years registered · 12

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DEARBORN PARTNERS L.L.C.

CRD 108147 · SEC 801-54279

AUM

$3.8B

Regulatory assets under management

Employees

4,516 client accounts

Services offered by DEARBORN PARTNERS L.L.C.

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

High Net Worth Individuals

View all advisors at DEARBORN PARTNERS L.L.C. →

Introduction

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Frequently Asked Questions

What services does Jeffrey Earl Simmons offer?

Jeffrey Earl Simmons specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in CHICAGO, Illinois for a consultation.

What are Jeffrey Earl Simmons's credentials?

Jeffrey Earl Simmons holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Jeffrey Earl Simmons located?

Jeffrey Earl Simmons is based in CHICAGO, Illinois, working with DEARBORN PARTNERS L.L.C.. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.

How does Jeffrey Earl Simmons charge for services?

Jeffrey Earl Simmons's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is DEARBORN PARTNERS L.L.C.?

DEARBORN PARTNERS L.L.C. has approximately 25 employees and manages $3.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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